A detailed history of Sax Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,203 shares of SHEL stock, worth $285,047. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,203
Previous 4,171 0.77%
Holding current value
$285,047
Previous $275,000 4.36%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$60.63 - $70.23 $1,940 - $2,247
32 Added 0.77%
4,203 $263,000
Q3 2024

Oct 17, 2024

BUY
$65.65 - $73.28 $5,580 - $6,228
85 Added 2.08%
4,171 $275,000
Q2 2024

Jul 12, 2024

BUY
$67.92 - $74.17 $11,003 - $12,015
162 Added 4.13%
4,086 $294,000
Q4 2023

Feb 14, 2024

BUY
$62.04 - $68.55 $310 - $342
5 Added 0.13%
3,924 $258,000
Q4 2022

Feb 06, 2023

BUY
$50.18 - $58.47 $196,655 - $229,143
3,919 New
3,919 $223,000
Q1 2022

Aug 11, 2022

BUY
$22.42 - $27.83 $87,976 - $109,204
3,924 New
3,924 $216,000

Others Institutions Holding SHEL

About Shell plc


  • Ticker SHEL
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,560,539,904
  • Market Cap $241B
  • Description
  • Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...
More about SHEL
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